by Kenny | Aug 31, 2022 | Uncategorized
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Questions on how age affects the decision to convert to a Roth IRA are common. What age is too old to convert? There is no easy answer to this question because there is no magic age when conversion...
by Kenny | Aug 31, 2022 | Uncategorized
With no spouse and no children, she’s looking elsewhere for backup The Problem Elizabeth Spiegler, 68, a retired office manager in New York City, was thinking ahead. She wrote me wondering who could handle her financial affairs if someday she can’t....
by Kenny | Aug 29, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Here’s a common question: An employee retires in or after the year he turns 72 and wants to roll over his 401(k) funds to an IRA. Does an RMD have to be taken before the funds are rolled over? What...
by Kenny | Aug 29, 2022 | Uncategorized
Weekly Market Commentary – 8/26/2022 -Darren Leavitt, CFA Global financial markets were focused for most of the week on economic rhetoric from the annual Jackson Hole Economic Symposium hosted by the Kansas City Federal Reserve. Throughout the second half of...
by Kenny | Aug 25, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: I have a client where we did a 60-day rollover this past January. The proceeds were put back into the account in less than 60 days. The client has asked me to rollover the 403(b) plan...
